Complete ClickUp Setup for SEO Agency

I run a growing SEO agency and I’m ready to move our entire workflow into ClickUp. The outcome I need is a workspace that streamlines project management so my team can see exactly what must be done, by whom, and by when.

Here is what I’m aiming for:

• A logical Space / Folder / List hierarchy that reflects our agency structure (growth, delivery, operations).
• Simple to-do list style task views as the default, with statuses and custom fields tailored to keyword research, technical fixes, content briefs, link outreach, and monthly reports.
• Deadline-driven automations that surface anything at risk, ping the assignee, and roll dates forward only when approved.
• Easy-to-read dashboards for capacity and client progress that auto-pull from those lists— little manual data entry.
• Reusable templates so every new campaign spins up in seconds with all subtasks, checklists, and due-date offsets in place.
• Clean client-ready views (or shared dashboards) that show just their deliverables and next review dates.

Acceptance criteria
1. All core agency processes replicated in ClickUp and tested end-to-end.
2. At least three ready-to-use templates (campaign, monthly report, ad-hoc task).
3. Automations fire reliably for due-date reminders and status changes.
4. Two short Loom videos or a live walkthrough recording explaining the setup so my team can hit the ground running.

You’re free to recommend best-practice features—Custom Fields, Forms, Goals, Docs, Whiteboards—so long as the everyday view stays intuitive.